Charlotte, NC Carnegie Blvd Office

Erica Yount is a CFP® and CFA® with nine years of industry experience. She is currently a financial advisor at Modera Wealth Management, LLC, where she has worked since 2020. Her prior experience includes positions at Keatley Wealth Management, LLC and SignupGenius. Modera Wealth Management, LLC serves individuals, trusts, corporations, and plan sponsors with wealth management, retirement plan consulting, and financial planning. The firm employs a diversified asset allocation approach based on Modern Portfolio Theory and offers integrated services including tax preparation, accounting, and business coaching.

Jonie Parks is a Certified Financial Planner® with 21 years of industry experience. She has been with Modera Wealth Management, LLC since 2018 and previously worked at Matrix Wealth Advisors, Inc. for 12 years. She holds a Series 63 license and is based in Charlotte, NC. Modera Wealth Management, LLC offers fiduciary, fee-only advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified portfolios supplemented by independent managers, Dimensional funds, private placements, and optional ESG integration.

Shane Pouliot is a CFP® and CFA® associated with Modera Wealth Management, LLC in Charlotte, NC, with five years of industry experience. He previously worked at Boston Hill Advisors and Charles Schwab Investment Advisory. Modera Wealth Management provides wealth management, portfolio management, retirement plan consulting, and financial planning services to individuals, trusts, corporations, and plan sponsors. The firm employs a diversified asset allocation strategy based on Modern Portfolio Theory and offers integrated accounting, tax, and business coaching services alongside investment management.

Melissa Boyer is a CFP® professional at Modera Wealth Management, LLC with 24 years of industry experience. She has held positions at Keatley Wealth Management, LPL Financial, and MetLife Investors Dist Co prior to joining Modera in 2020. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified portfolios with mutual funds, ETFs, individual securities, and selected alternative strategies tailored to client objectives and risk tolerance.

Jeffrey Brewer is a CFP® with 13 years of industry experience, currently serving at Modera Wealth Management, LLC since 2025. His prior roles include positions at Choreo, LLC, WealthSource Partners, LLC, SurePath Wealth Management LLC, and Dimensional Fund Advisors LP. He has also operated Brewer Marketing Consulting LLC from 2019 to 2021. Modera Wealth Management provides wealth and portfolio management, retirement plan consulting, and financial planning to individuals, trusts, corporations, and plan sponsors. The firm combines diversified asset allocation with in-house accounting and tax services, offering an integrated advisory and accounting model uncommon at its scale.

Chia Yang is a CFP® and holds a Series 65 license with two years of industry experience. She has worked at Modera Wealth Management, LLC since 2022 and previously held a position at Merrill Lynch. Yang also has experience in academia, having been affiliated with Winthrop University in various capacities from 2018 to 2022. Modera Wealth Management, LLC provides fiduciary, fee-only advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm employs an allocation-driven investment approach based on Modern Portfolio Theory and offers services such as wealth management, retirement plan consulting, tax preparation, and trust-related services.